The Advisor Summit on Closed-End Funds was held on May 19th at the Westin Galleria Hotel in Houston, TX
The partnership between CEFA and Asset TV provides CEFA member firms with a great opportunity to enhance their exposure. Asset TV covered the recent Advisor Summit in Miami, taping interviews with the speakers at the event. This video content will receive wide distribution through Asset TV’s network and other outlets.
Anne Kritzmire, Managing Director at Nuveen Investments, shares insight from recent research conducted with advisors about their use of CEFs. Anne also discusses why the CEFA Advisor Summit and other educational opportunities are critical to help increase the awareness of CEFs, and the appropriate usage of CEFs in client portfolios.
Reasons why investors should be very cautious about any action taken, or perceived, by a shareholder activist against a fund manager to open-end a CEF. By the Closed-End Fund Association